Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,689 | $110,212+121.1% | $96,534+152.4% | $139,466+74.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.6pp | 80.3%-8.9pp |
| Annual return | 10.35% | 26.42%-16.1pp | 25.88%-15.5pp | 373.66%-363.3pp |
| Employer contribution / active EE | $1,460 | $3,620-59.7% | $2,965-50.8% | $4,754-69.3% |
| Participant deferral / active EE | $9,468 | $5,547+70.7% | $4,851+95.2% | $6,712+41.1% |
| Admin fee / account holder | $6,105 | $11,599-47.4% | $8,253-26.0% | $11,409-46.5% |